Tips for..

There are many ways to do it. The quickest is to download entire marketing campaigns directly from the Infusion soft Marketplace to your Infusion smooth application. Here they have everything from a simple Birthday Reminder campaign to a more complex campaign available for free.

Go to Marketing > Campaign Builder in the master nav.
  1. Click on the Marketplace button at the top right of the page. It will open the marketplace inside of the campaign builder.
  2. Next, you have to choose a campaign that you would like to download into your Infusionsoft Account and click the Install button.
  3. After the campaign is imported into your account (this should only take a few seconds), click the OK button on the confirmation lightbox.
  4. And now your new campaign is ready to customize. You have to click on the name of the movement to open it.
  5. All campaigns contain detailed instructions on what needs to be customized. You have to explore the drive and read the notes for more details.
  6. It is ready to go live now. You need to click the publish button.

In case you need further assistance on Infusion soft, then please feel free to contact us.

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